Pricing

*All Introductory Meetings Complimentary

Investment Management

Comprehensive Financial Planning Services Included

A customized portfolio management solution for individuals with investments that they would like professionally managed.  You can transfer your 401(k), IRAs, or investment accounts to be professionally monitored and managed by Kane Financial. 

Utilizing a fee based investment management approach, the revenues of the firm are directly tied to the performance of client portfolios.

1.00% on the first $500,000 of household assets.

0.75% on household assets between $500,000 and $1,000,000

0.50% on household assets over $1,000,000

The Monthly Plan $100/Month

A solution for individuals without investable assets but with ongoing financial planning needs.  These include saving for a child’s education, tax planning, 401(k) investment help, insurance review, cash flow analysis, debt management, estate planning, and any other financial planning related items.

  • Introductory Meeting
  • Implementation Meeting(s)
  • Customized Comprehensive Financial Plan
  • Financial Planning Software with Account Aggregation
  • Quarterly Check In
  • Unlimited service via phone, email, and video conferencing

Al La Carte Financial Planning Services $75/Hour

A solution for individuals with one-time planning needs.  Following an complimentary introductory meeting, I can provide the exact financial planning you need for an hourly cost.  These services could include but are not limited to:

  • Social Security Analysis
  • Retirement Income Planning
  • Insurance Review
  • Education Planning
  • Tax Analysis
  • 401(k) Recommendations
  • Beneficiary Planning
  • Estate Distribution Analysis and Paperwork Assistance

 

 

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